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Power Financial, Jeff Carney and Personal Capital tighten bond with $50-million cash raise-- not that it needed the money, says CEO Jay Shah

The $154-billion AUM in Toronto headed by Schwab's ex-retail chief who sits on the board under Charles Goldman and the $8.5-billion Silicon Valley virtual advisor have been close since 2016

Author Brooke Southall February 12, 2019 at 8:50 PM
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Jeff Carney: Personal Capital is uniquely positioned with its offering of smart technology accompanied by human advice for mass affluent and high-net-worth clients.

Robo-Advisors



Related Moves

July 11, 2023 at 2:46 AM

With IPO clock at 10-years and ticking, Personal Capital makes two big, out-of-character moves to go upmarket and downmarket

With $9 billion in assets, the Redwood City-based national RIA hired the ex-Virgin America CMO Porter Gale to make one brand investors associates with both the freebie tools and the full-priced financial advice its advisors provide mostly from call centers

March 22, 2019 at 7:55 PM


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